Institutional Investment Services:

At Blue Harbinger, we’ve been growing our roster of institutional consulting clients by delivering value-added investment services, including:

Asset Manager Strategy Reviews:


Are you an institutional asset manager trying to position your strategy for success with asset owners and allocators? We can help. We’ve met with and reviewed hundreds of institutional investment managers and strategies, and we can quickly identify your “weak spots,” as well as help you understand the right and wrong things to do and say. Having spent over a decade in the institutional investment management industry (as both a multi-billion dollar asset manager and a multi-billion dollar asset allocator) we can help you identify critical opportunities that may not be so obvious to you.

Asset Owner Program Assessments:


Are you an institutional asset owner in search of an independent review and opinion? Questions of asset allocation, asset manager selection, staffing, policies and program effectiveness are not to be taking lightly. Let us use our expertise to help you identify your weaknesses and optimize your program.

Custom Research Projects:


Are you looking for some extra horsepower to complete a custom research project? We can help. We’ve completed a variety of research projects and reports on a one-time and ongoing basis for various members of the institutional investment community. Whether it’s an industry white paper, buy side research, or an investment opportunity article, we have the expertise to get the job done.


Alternative Investment Vehicles:

Looking for alternative investment ideas? Whether you are an institutional asset manager, advisor, or high net worth individual, we can help. Please contact us to learn more about specific strategies and vehicles. For example, here is one of our favorites to which we also contribute research: Left Brain Capital Appreciation Fund.

Contact us today to discuss institutional investment services and your firm’s specific needs.

ph: 331-444-2931

email: Contact form

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